Charles Schwab’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Buy |
2,739,166
+331,117
| +14% | +$2.43M | ﹤0.01% | 1855 |
|
|
2025
Q4 | $24.5M | Buy |
2,408,049
+126,784
| +6% | +$1.31M | ﹤0.01% | 1622 |
|
|
2025
Q3 | $24.9M | Buy |
2,281,265
+27,718
| +1% | +$297K | ﹤0.01% | 1613 |
|
|
2025
Q2 | $22.8M | Sell |
2,253,547
-45,934
| -2% | -$425K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $23M | Buy |
2,299,481
+86,382
| +4% | +$906K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $23.3M | Buy |
2,213,099
+19,083
| +0.9% | +$204K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $22.6M | Buy |
2,194,016
+29,733
| +1% | +$311K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $27.6M | Buy |
2,164,283
+19,601
| +0.9% | +$274K | 0.01% | 1470 |
|
|
2024
Q1 | $34.4M | Buy |
2,144,682
+82,541
| +4% | +$1.34M | 0.01% | 1264 |
|
|
2023
Q4 | $38.1M | Buy |
2,062,141
+72,701
| +4% | +$1.14M | 0.01% | 1182 |
|
|
2023
Q3 | $32.6M | Buy |
1,989,440
+990,077
| +99% | +$20.2M | 0.01% | 1173 |
|
|
2023
Q2 | $25.4M | Buy |
999,363
+51,920
| +5% | +$1.23M | 0.01% | 1322 |
|
|
2023
Q1 | $23.4M | Buy |
947,443
+53,534
| +6% | +$1.37M | 0.01% | 1338 |
|
|
2022
Q4 | $26.9M | Buy |
893,909
+19,973
| +2% | +$689K | 0.01% | 1214 |
|
|
2022
Q3 | $36.4M | Sell |
873,936
-1,504,988
| -63% | -$63.9M | 0.01% | 965 |
|
|
2022
Q2 | $79.1M | Buy |
2,378,924
+18,339
| +0.8% | +$809K | 0.03% | 544 |
|
|
2022
Q1 | $141M | Buy |
2,360,585
+58,243
| +3% | +$3.13M | 0.04% | 390 |
|
|
2021
Q4 | $148M | Buy |
2,302,342
+944,870
| +70% | +$63.3M | 0.04% | 390 |
|
|
2021
Q3 | $83.1M | Buy |
1,357,472
+863,259
| +175% | +$51.6M | 0.03% | 580 |
|
|
2021
Q2 | $25.8M | Buy |
494,213
+57,369
| +13% | +$2.7M | 0.01% | 1378 |
|
|
2021
Q1 | $21.4M | Sell |
436,844
-184,062
| -30% | -$9.25M | 0.01% | 1482 |
|
|
2020
Q4 | $29.9M | Buy |
620,906
+96,807
| +18% | +$4.17M | 0.01% | 1110 |
|
|
2020
Q3 | $22.5M | Buy |
524,099
+517,999
| +8,492% | +$20.3M | 0.01% | 1125 |
|
|
2020
Q2 | $312K | Buy |
+6,100
| New | +$292K | ﹤0.01% | 3028 |
|
Other funds holding GTM
RFM
GCM
VPM
GF
VCM
